Trade Professional Program Application Template

The Trade Professional Program template is designed for businesses that work with professionals such as designers, architects, contractors, and other trade professionals who purchase products for their projects.

It provides a simple way to collect professional and business information so you can review applications and identify suitable trade customers.

What Does the Trade Professional Program Include?

The template includes 7 fields to collect important information from trade professionals, including:

• Profession: Identify the applicant's profession, such as designer, architect, or contractor.
• Your details: Collect the applicant's contact and personal information.
• Company or studio name: Collect the name of the applicant's company, studio, or business.
• Portfolio or website: Allow applicants to provide a portfolio or website so you can learn more about their work.
• Additional fields: The template includes three additional fields to collect more information about the applicant.

Required Fields

The template includes 2 required fields. Applicants must complete these fields before submitting their application.

Required fields help ensure you receive the essential information needed to review a trade professional's application.

File Upload

The template includes a file upload field, allowing applicants to provide supporting documents or other relevant files.

This can be useful when you need additional information to verify an applicant's professional background or business.

Approval Tags

When an application is approved, the template can apply the following tags:

• trade
• vip

These tags can help you identify approved trade professionals and organize them as special or preferred customers.

How to Use the Trade Professional Program Template

1. Open Rivio B2B Registration Forms in your Shopify Admin.
2. Go to the Templates section.
3. Find the Trade Professional Program template.
4. Review the fields included in the template.
5. Click Use template.
6. Customize the fields and settings according to your business requirements.
7. Publish the form when it is ready to accept applications.

Who Should Use This Template?

The Trade Professional Program template is ideal for brands and businesses that work with interior designers, architects, contractors, decorators, studios, and other industry professionals who purchase products for their projects.

It is especially useful when you want to collect professional details and review an applicant's work or portfolio before approving them for your trade program.

Summary

The Trade Professional Program template provides a ready-to-use starting point for onboarding trade professionals. With 7 fields, 2 required fields, file uploads, and trade/VIP approval tags, it makes it easier to collect professional information and manage trade program applications.